Purchases and Sales Made in Q1 2024 in Ishares Msci Usa Momentum Fact (MTUM)
This table provides information about the institutional ownership of Ishares Msci Usa Momentum Fact (MTUM) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA MOMENTUM FACT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-37- 0.5% |
$5.64K - $7K
|
7.29K
$1.54M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-40- 0.28% |
$6.09K - $7.57K
|
14K
$2.96M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-48- 1.26% |
$7.31K - $9.08K
|
3.77K
$796K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50- 25.77% |
$7.62K - $9.46K
|
144
$30.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-53- 3.05% |
$8.07K - $10K
|
1.69K
$356K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-54- 2.32% |
$8.23K - $10.2K
|
2.28K
$481K
|
|
|
May 01, 2024
Q1 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-59- 2.68% |
$8.99K - $11.2K
|
2.14K
$452K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-61- 48.03% |
$9.29K - $11.5K
|
66
$13.9K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-62- 3.86% |
$9.44K - $11.7K
|
1.54K
$326K
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-62- 3.98% |
$9.44K - $11.7K
|
1.49K
$316K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-68- 4.08% |
$10.4K - $12.9K
|
1.6K
$338K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-75- 7.74% |
$11.4K - $14.2K
|
894
$189K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-75- 1.52% |
$11.4K - $14.2K
|
4.85K
$1.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-75- 2.16% |
$11.4K - $14.2K
|
3.4K
$718K
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-76- 2.18% |
$11.6K - $14.4K
|
3.41K
$721K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-84- 59.57% |
$12.8K - $15.9K
|
57
$12K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-85- 2.91% |
$12.9K - $16.1K
|
2.83K
$598K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-89- 88.12% |
$13.6K - $16.8K
|
12
$2.54K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-93- 2.83% |
$14.2K - $17.6K
|
3.2K
$675K
|
|
|
Apr 12, 2024
Q1 2024
|
Mc Naughton Wealth Management, LLC
|
SELL
|
- |
-93- 1.38% |
$14.2K - $17.6K
|
6.62K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
SELL
|
- |
-95- 0.52% |
$14.5K - $18K
|
18.2K
$3.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-96- 5.4% |
$14.6K - $18.2K
|
1.68K
$355K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-99- 2.98% |
$15.1K - $18.7K
|
3.23K
$682K
|
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-99- 4.23% |
$15.1K - $18.7K
|
2.24K
$474K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-105- 2.73% |
$16K - $19.9K
|
3.75K
$791K
|
|
|
May 07, 2024
Q1 2024
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-105- 2.79% |
$16K - $19.9K
|
3.66K
$772K
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-107- 7.26% |
$16.3K - $20.2K
|
1.37K
$289K
|
|
|
May 10, 2024
Q1 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-109- 7.87% |
$16.6K - $20.6K
|
1.28K
$270K
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-118- 0.52% |
$18K - $22.3K
|
22.6K
$4.78M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-123- 2.23% |
$18.7K - $23.3K
|
5.4K
$1.14M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-129- 4.72% |
$19.6K - $24.4K
|
2.6K
$550K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-130- 2.39% |
$19.8K - $24.6K
|
5.31K
$1.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-133- 2.3% |
$20.3K - $25.2K
|
5.65K
$1.19M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-137- 1.13% |
$20.9K - $25.9K
|
12K
$2.54M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-140- 52.04% |
$21.3K - $26.5K
|
129
$27.3K
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-140- 5.54% |
$21.3K - $26.5K
|
2.39K
$504K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-145- 3.52% |
$22.1K - $27.4K
|
3.97K
$839K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-152- 0.81% |
$23.2K - $28.8K
|
18.6K
$3.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-154- 5.76% |
$23.5K - $29.1K
|
2.52K
$532K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-160- 1.88% |
$24.4K - $30.3K
|
8.33K
$1.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-168- 7.37% |
$25.6K - $31.8K
|
2.11K
$446K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-169- 0.92% |
$25.7K - $32K
|
18.2K
$3.84M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-169- 6.98% |
$25.7K - $32K
|
2.25K
$476K
|
|
|
May 06, 2024
Q1 2024
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
SELL
|
- |
-187- 4.67% |
$28.5K - $35.4K
|
3.82K
$807K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-187- 8.92% |
$28.5K - $35.4K
|
1.91K
$404K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
SELL
|
- |
-192- 1.79% |
$29.2K - $36.3K
|
10.5K
$2.22M
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-198- 61.3% |
$30.2K - $37.5K
|
125
$26.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Gds Wealth Management
|
SELL
|
- |
-199- 8.6% |
$30.3K - $37.7K
|
2.12K
$447K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-200- 7.01% |
$30.5K - $37.8K
|
2.65K
$560K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-210- 5.02% |
$32K - $39.7K
|
3.98K
$840K
|